+76.0%
ILMN vs PLTU
-53.1%
+129.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +7.1% | -4.6% | +1.8% |
| 7D | -9.7% | -25.3% | +15.6% | -7.5% |
| 30D | -20.4% | -34.5% | +14.1% | -17.6% |
| 3M | +10.0% | -3.4% | +13.4% | +11.4% |
| 6M | +49.5% | +12.4% | +37.1% | +48.5% |
| YTD | +62.5% | -45.1% | +107.6% | +70.2% |
| 1Y | +76.0% | -45.7% | +121.7% | +84.4% |
| All | +76.0% | -53.1% | +129.1% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling